VCR News and Press, Vanguard Consumer Discretion From 11/19/23

2023-11-19 07:48:16 ET Summary The consumer discretionary sector is slightly undervalued relative to 11-year averages. Durables and apparel have the best value score, whereas consumer services have the best quality score. VCR: an alternative to XLY. 9 consumer discretionar...

2023-11-16 06:30:00 ET Summary After November 14’s big reaction to the benign CPI data, which saw risk assets rally hard and the dollar come off as interest rate expectations fell sharply, it is the turn of retail sales and producer price inflation today. It once again feed...

2023-11-15 12:09:01 ET Summary Lowe's will publish its Q3 results on the 21st of November. We highlight some of the major themes surrounding the event, coupled with some commentary about conditions within the broader industry. We close with our view on the valuations and the t...

2023-11-14 01:11:00 ET Summary I think the trimming or revising of lower forward growth estimates is a reflection of the FOMC policy. Crude oil and gasoline have fallen sharply in the last 6 weeks. High-yield credit spreads actually tightened a little this week, as did high-gr...

2023-11-13 15:08:00 ET Summary Over the past four months, yields have risen dramatically in response to better-than-expected economic numbers but have cooled in the last week or so. Although the Fed is going to be higher for longer, they want to see what all of their hiking has do...

2023-11-13 08:47:07 ET More on Markets S&P, Dow, Nasdaq futures dip to kick off the week Investing, Even As I Expect S&P 500 To Be Lower By Year End Global stock markets higher ahead of the release of key U.S. inflation data Earnings Week Ahead: Walma...

2023-11-13 01:24:58 ET Summary Despite an unprecedented rate hike cycle, the consumer remains in great shape. Consensus earnings estimates look poised to climb a wall of worry in the near term. Discretionary-focused ETFs aren't all that pricey adjusted for their high-multiple ...

2023-11-01 09:19:41 ET More on Markets Semiconductor stocks in focus as Biden is set to meet with Xi Jinping Piper Sandler predicts 'pop phase' for stocks, sees 15% rally by year-end Wolfe Research ‘Cracks are starting to show’ for Magnificent 7 ...

2023-10-27 02:28:00 ET Summary The average discount for Halloween costumes and accessories is 16%. This is also above last year’s 12% and back to pre-pandemic levels. Those chocolates in the trick or treat bags may be costing more. The main chocolate ingredient, cocoa, saw ...

2023-10-25 03:30:00 ET Summary What should consumers and investors expect in the fast-approaching season of spending? The holiday selling season represents around 25% of annual retail sales and has always been an important catalyst for investors. It's helpful for investors to ...